Stock Transactions

Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
CONFLUENCE INVESTMENT MANAGEMENT LLC71,033177,568+106,5350.230.47+0.23buy
Incline Global Management LLC6,27888,354+82,0760.475.87+5.40buy
Crawford Fund Management, LLC20,30089,200+68,9001.414.92+3.50buy
Copeland Capital Management, LLC105,282135,215+29,9330.510.51-0.00buy
Oak Thistle LLC3,53513,366+9,8310.110.22+0.11buy
WORLDQUANT MILLENNIUM ADVISORS LLC28,12535,752+7,6270.020.02-0.00buy
Chicago Capital, LLC69,04174,162+5,1210.370.34-0.03buy
LEVEL FOUR ADVISORY SERVICES, LLC4,6028,075+3,4730.030.04+0.01buy
CSS LLC/IL2,3205,510+3,1900.030.05+0.02buy
CenterBook Partners LP2,2895,232+2,9430.020.05+0.02buy
FOX RUN MANAGEMENT, L.L.C.4,4717,278+2,8070.150.21+0.06buy
Sepio Capital, LP2,8475,246+2,3990.030.05+0.01buy
Numerai GP LLC11,68813,067+1,3790.310.22-0.08buy
Aaron Wealth Advisors LLC2,2023,323+1,1210.030.03+0.01buy
Cardinal Capital Management13,04313,777+7340.380.30-0.08buy
NEW YORK LIFE INVESTMENT MANAGEMENT LLC2,2092,802+5930.000.00-0.00buy
AdvisorShares Investments LLC2,2202,720+5000.080.08+0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9481,257+3090.000.00-0.00buy
Verdence Capital Advisors LLC1,4231,683+2600.020.02-0.00buy
Redmond Asset Management, LLC7,5557,705+1500.420.36-0.06buy
PERSONAL CFO SOLUTIONS, LLC1,7041,840+1360.060.04-0.02buy
Empire Life Investments Inc.7,0617,097+360.090.07-0.01buy
Centerpoint Advisors, LLC79109+300.010.01+0.00buy
Spectrum Asset Management, Inc. (NB/CA)1,8191,824+50.130.10-0.03buy
Quaker Wealth Management, LLC14+30.000.00+0.00buy
Marquette Asset Management, LLC1210-20.000.00-0.00sell
CBIZ Investment Advisory Services, LLC2416-80.000.00-0.00sell
Keeler Thomas Management LLC2,9422,928-140.300.21-0.10sell
BRADLEY FOSTER & SARGENT INC/CT3,0213,000-210.010.01-0.00sell
AZZAD ASSET MANAGEMENT INC /ADV1,4731,441-320.030.02-0.01sell
PARK AVENUE SECURITIES LLC3,9223,883-390.010.01-0.00sell
Aurora Investment Counsel9,5969,525-711.100.89-0.20sell
DEARBORN PARTNERS LLC8,7558,680-750.100.08-0.02sell
JOHNSON INVESTMENT COUNSEL INC3,5423,445-970.010.00-0.00sell
STATE OF MICHIGAN RETIREMENT SYSTEM5,6005,500-1000.010.00-0.00sell
Procyon Advisors, LLC1,7921,680-1120.020.01-0.01sell
Baker Avenue Asset Management, LP1,6211,452-1690.010.01-0.00sell
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,3375,143-1940.010.01-0.00sell
Retirement Systems of Alabama28,62928,146-4830.020.02-0.00sell
New Age Alpha Advisors, LLC14,05613,564-4920.130.11-0.02sell
Motley Fool Asset Management LLC10,3399,751-5880.090.07-0.02sell
Alliance Wealth Advisors, LLC /UT2,2461,623-6230.110.06-0.05sell
CEERA INVESTMENTS, LLC8,1017,436-6650.680.55-0.13sell
R Squared Ltd3,2412,551-6900.330.24-0.09sell
Berkeley, Inc17,38215,566-1,8161.200.88-0.32sell
MIRABELLA FINANCIAL SERVICES LLP3,5251,697-1,8280.070.03-0.05sell
MEEDER ASSET MANAGEMENT INC57,69755,614-2,0830.680.54-0.14sell
Epoch Investment Partners, Inc.7,6314,547-3,0840.010.00-0.00sell
NORDEA INVESTMENT MANAGEMENT AB76,52473,169-3,3550.010.01-0.00sell
Headlands Technologies LLC12,4038,486-3,9170.220.16-0.06sell
OCCUDO QUANTITATIVE STRATEGIES LP8,2273,551-4,6760.120.03-0.09sell
AMERICAN CAPITAL MANAGEMENT INC113,064108,340-4,7241.080.98-0.10sell
Southeast Asset Advisors, LLC12,8417,792-5,0490.260.14-0.12sell
Fluent Financial, LLC11,6915,744-5,9470.970.37-0.60sell
M&G Plc156,247149,783-6,4640.170.13-0.04sell
YHB Investment Advisors, Inc.9,6822,505-7,1770.150.03-0.11sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC187,931163,479-24,4520.110.08-0.03sell
CI INVESTMENTS INC.35,1282,292-32,8360.030.00-0.03sell
VOLORIDGE INVESTMENT MANAGEMENT, LLC226,605177,872-48,7330.170.12-0.05sell
BAMCO INC /NY/1,241,794759,515-482,2790.730.39-0.34sell
Select Equity Group, L.P.1,522,492637,723-884,7691.540.57-0.96sell
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